Price-shopping prospects
Too many inquiries come from businesses comparing on price alone, rather than the clients who value great bookkeeping.
All firm types
For bookkeeping firms
Steady, long-term clients, not a constant scramble for the next one.
Bookkeeping firms grow on recurring relationships. SJW Consulting helps you attract the right small business clients, stay in touch with the ones you have, and take the day-to-day follow-up off your plate.
What you get
- Targeted small-business outreach
- A newsletter clients actually read
- Lead follow-up & onboarding prep
- Pipeline visibility
All tracked in your own Client CRM Portal.
Sound familiar?
What we hear most often.
No time to market the firm
Client work fills every day, so outreach, newsletters and social posts keep getting pushed to next month.
Clients drift away quietly
Without regular touchpoints, clients forget the value you bring — and that makes them easier to lose.
How SJW helps
Support built around your firm.
More of the right clients, stronger relationships with the ones you have, and more time for the work itself.
Targeted small-business outreach
LinkedIn and email outreach focused on the industries and business sizes that are the best fit for your firm.
A newsletter clients actually read
Practical tips and reminders that build trust, show your expertise and keep your existing clients engaged.
Lead follow-up & onboarding prep
We respond to and follow up with new leads, and help keep onboarding organized so new clients start smoothly.
Pipeline visibility
See every lead being tracked and updated in your own Client CRM Portal.
Client CRM Portal
See every lead we're working on — anytime.
When you partner with SJW, you get access to your own Client CRM Portal. It's where your leads are tracked and updated, so you always know exactly what's in your pipeline.
Your own personal CRM
Every client gets a dedicated Client CRM Portal — your leads, your pipeline, in one place.
Updated as we work
See every lead we're tracking and how it's moving, from first outreach to booked meeting.
Full visibility, no chasing
Check in whenever you like — no waiting for a monthly report to know what's happening.
Client CRM Portal
Updated todayInterested
Meeting Scheduled
Proposal Sent
Current Client
Illustrative preview · client details are always kept private
Book a call
Let's talk about growing your firm.
Whether you need help keeping up with outreach, staying on top of follow-ups, managing your pipeline, or taking some of the day-to-day work off your plate — tell me a little about your firm and I'll personally follow up to see if SJW Consulting is a good fit.
- 740-794-1527
- info@sjwconsulting.net
- 7965 N High St, Ste 350 #212, Columbus, OH 43235
- Mon–Fri 9:00 am – 5:00 pm · Sat 9:00 am – 12:00 pm